+41.1%
KMB vs PSA
+131.0%
-89.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.8% |
| 7D | +6.0% | +0.8% | +5.3% | +5.8% |
| 30D | +13.5% | +15.9% | -2.4% | +8.0% |
| 3M | +3.8% | +4.2% | -0.4% | +2.3% |
| 6M | +15.6% | +10.1% | +5.5% | +11.8% |
| YTD | +14.0% | +33.3% | -19.3% | +3.3% |
| 1Y | +12.9% | +28.2% | -15.3% | +3.6% |
| 3Y | +3.7% | +54.9% | -51.2% | -11.7% |
| 5Y | -0.1% | +28.3% | -28.4% | -11.5% |
| 10Y | +41.1% | +134.1% | -92.9% | -2.9% |
| All | +41.1% | +131.0% | -89.9% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling